172. September 2025 Mailbag

24/09/2025 49 min

Listen "172. September 2025 Mailbag"

Episode Synopsis

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest